预计"十五五"期间，造价还将进一步下降，产业竞争力将进一步增强。 中国光热产业正以超越全球平均水平两倍的速度发展。在11月18日举行的中国电力企业联合会光热分会 成立大会上披露的数据显示，中国光热发电产业年度复合增长率达11.7%，显著高于全球4.24%的增 速，技术装备国产化率突破95%。 据中国电力企业联合会常务副理事长杨昆介绍，截至2025年9月底，中国已建成光热发电站21座，装机 容量157万千瓦，位居全球第三；在建项目30座，装机容量310万千瓦，中国已成为全球光热发电新增装 机的主力。 得益于技术快速迭代和规模化效应显现，项目造价成本持续下降。会上披露的数据显示，我国光热发电 上网电价已从首批示范项目的1.15元/千瓦时降至0.6元/千瓦时左右。中广核新能源控股有限公司副总经 理丁业良向第一财经等媒体表示，预计"十五五"期间，造价还将进一步下降，产业竞争力将进一步增 强。 头部企业在推动技术自立自强中发挥了重要作用。以中广核为例，第一财经记者从该公司获悉，依托国 家能源太阳能热发电技术研发中心，研制出槽式太阳能发电集热器球形接头、大型光热电站特殊环境智 能清洗装备等多项填补国内空白的创新产品。截至 ...

转自：新华财经 新华财经北京11月18日电（记者 安娜） 在11月18日举行的中国电力企业联合会光热分会成立大会上披露的数据显示，我国光热发电产业年度复合增长率达 11.7%，显著高于全球4.24%的增速，技术装备国产化率突破95%，释放出产业加速发展的强劲信号。 中国已成为全球光热发电新增装机的主力 我国光热发电产业化与规模化发展进入快车道。2020年至2024年间，全球光热发电装机年复合增长率为4.24%，而我国同期增长率达11.7%，显著高于全球 水平。据中国电力企业联合会党委书记、常务副理事长杨昆介绍，截至2025年9月底，我国已建成光热发电站21座，装机容量157万千瓦，位居全球第三；在 建项目30座，装机容量310万千瓦，中国已成为全球光热发电新增装机的主力。 得益于技术快速迭代和规模化效应显现，项目造价成本持续下降。会上披露的数据显示，我国光热发电上网电价已从首批示范项目的1.15元／千瓦时降至0.6 元／千瓦时左右。中国广核新能源控股有限公司党委委员、副总经理丁业良表示，预计"十五五"期间，造价还将进一步下降，产业竞争力将进一步增强。 技术国产化与创新双驱动，国产化率超过95% 科技创新是光热 ...

Group 1 - The Hong Kong stock market opened slightly higher today, with the Hang Seng Index at 26,754.93 points, up 58.52 points, or 0.22% [1] - The Hang Seng Technology Index rose to 5,939.69 points, increasing by 15.30 points, or 0.26% [3] Group 2 - HeSai-W (HK02525) reported a net income of RMB 795 million for Q3, a year-on-year increase of 47.5%, and a net profit of RMB 256 million, turning from loss to profit. The full-year net profit guidance has been raised to between RMB 350 million and RMB 450 million, with Q4 revenue expected to be between RMB 1 billion and RMB 1.2 billion, a year-on-year growth of approximately 39% to 67% [2] - China General Nuclear Power New Energy (HK01811) announced a cumulative power generation of 15,753.4 GWh for the first ten months, a year-on-year decrease of 3.5% [6] - Dongyao Pharmaceutical-B (HK01875) reported a revenue of RMB 622 million for the nine months ending September 30, 2025, with a net loss attributable to equity holders of RMB 3.371 million [6] Group 3 - The innovative drug sector saw a collective rise in early trading, with companies like BeiGene up over 4%, Kailaiying up over 1.8%, and others like Zhaoyan New Drug, WuXi AppTec, and WuXi Biologics rising over 1% [6] - In the tech sector, Xiaomi rose over 2%, while Tencent and NetEase increased by over 1%. However, Alibaba and Baidu fell by over 2% [8]

Core Viewpoint - China General Nuclear Power Corporation (CGN) New Energy reported a decrease in power generation for 2025 compared to 2024, with specific changes across various energy sources [1] Group 1: Power Generation Data - For the year ending October 2025, the total power generation is projected to be 1,546.6 billion kilowatt-hours, a decrease of 7.4% year-on-year from 2024 [1] - Cumulative power generation for the ten months ending October 31, 2025, is 15,753.4 billion kilowatt-hours, reflecting a 3.5% decrease compared to the same period in 2024 [1] Group 2: Breakdown by Energy Source - Chinese wind power projects are expected to decrease by 8.3% in 2025, while solar projects are anticipated to increase by 43.0% [1] - Water power projects in China are projected to increase by 3.6%, whereas projects in South Korea are expected to decrease by 16.1% [1] - For the ten months ending October 31, 2025, Chinese wind power projects decreased by 2.8%, solar projects increased by 27.6%, gas projects increased by 9.4%, while water projects decreased by 10.9% and South Korean projects decreased by 11.9% [1]

Core Insights - China General Nuclear Power Corporation (CGN) New Energy reported a total electricity generation of approximately 15,753.4 GWh for the first ten months of 2025, representing a year-on-year decrease of 3.5% [1] - The company's wind power projects in China saw a reduction of 2.8%, while solar power projects increased by 27.6% [1] - The overall generation for 2025 is projected to be 1,546.6 GWh, which is a 7.4% decrease compared to 2024 [1] Generation Breakdown - Wind power projects in China decreased by 8.3% in 2025 [1] - Solar power projects in China increased significantly by 43.0% [1] - Hydropower projects in China increased by 3.6%, while projects in South Korea decreased by 16.1% [1] Year-on-Year Comparison - For the first ten months of 2025, the generation from gas projects in China increased by 9.4% [1] - Hydropower projects in China experienced a decrease of 10.9% [1] - South Korean projects also saw a decline of 11.9% [1]

Core Insights - China General Nuclear Power Corporation (CGN) New Energy reported a decrease in total power generation for October 2025, amounting to 1,546.6 GWh, which is a 7.4% decline compared to 2024 [1] Summary by Category Power Generation Performance - The total power generation for the first ten months ending October 31, 2025, reached 15,753.4 GWh, reflecting a 3.5% decrease year-on-year compared to 2024 [1] - Breakdown of power generation changes includes: - Chinese wind power projects decreased by 2.8% [1] - Chinese solar power projects increased by 27.6% [1] - Chinese gas projects increased by 9.4% [1] - Chinese hydropower projects decreased by 10.9% [1] - Korean projects decreased by 11.9% [1] Project-Specific Changes - For October 2025, the changes in specific projects were: - Chinese wind power projects decreased by 8.3% [1] - Chinese solar power projects increased significantly by 43.0% [1] - Chinese hydropower projects increased by 3.6% [1] - Korean projects decreased by 16.1% [1]

香港交易及結算所有限公司及香港聯合交易所有限公司對本公告內容概不負責，對 其準確性或完整性亦不發表任何聲明，並明確表示概不會就本公告全部或任何部分 內容而產生或因依賴該等內容而引致的任何損失承擔任何責任。 （於百慕達註冊成立的有限公司） （股份代號：1811） 公 告 營運業績最新情況 2025年10月發電量 本公告乃由中國廣核新能源控股有限公司（「本公司」）發出的自願性公告。 本公司董事會（「董事會」）宣佈根據本公司初步統計，2025年10月本公司及其附屬公 司（「本集團」）按合併報表口徑完成發電量1,546.6吉瓦時，較2024年同比減少7.4%。 其中，中國風電項目減少8.3%，中國太陽能項目增加43.0%，中國水電項目增加3.6% 及韓國項目減少16.1%。截至2025年10月31日止十個月，本集團今年累計完成發電量 15,753.4吉瓦時，比2024年同比減少3.5%。其中，中國風電項目減少2.8%，中國太陽 能項目增加27.6%，中國燃氣項目增加9.4%，中國水電項目減少10.9%及韓國項目減 少11.9%。 – 1 – 本集團2025年10月及2024年同期發電量詳情如下： | | | | | ...

FF301 股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2025年10月31日 狀態: 新提交 致：香港交易及結算所有限公司 公司名稱: 中國廣核新能源控股有限公司 (於百慕達註冊成立的有限公司） 呈交日期: 2025年11月3日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | 不適用 | | 於香港聯交所上市 (註1) | | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 01811 | 說明 | | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 250,000,000,000 | HKD | | 0.0001 | HKD | | 25,000,000 | | 增加 / 減少 (-) | | | 0 | | | | HKD | | 0 | | 本月底結存 | | | 250,000,000,000 | HKD | | 0 ...

Group 1 - The core viewpoint of the articles highlights a significant increase in nuclear power stocks in Hong Kong, driven by positive forecasts for global nuclear power generation in 2024, which is expected to reach a nearly ten-year high [1] - The National Energy Administration's Director of Nuclear Power, Zeng Yachuan, stated that multiple international authoritative organizations have raised their nuclear energy development expectations for four consecutive years, predicting that by 2050, global nuclear power installed capacity will exceed 900 million kilowatts, achieving a doubling growth [1] - China, as one of the few countries with a complete nuclear power industrial system, plays an indispensable role in this growth, currently operating 59 nuclear power units with a total installed capacity of 62.48 million kilowatts, and has 53 units approved for construction with a capacity of 62.93 million kilowatts, bringing the total installed capacity to over 125 million kilowatts, maintaining the world's leading position [1] Group 2 - The stock performance of major nuclear power companies in Hong Kong shows notable increases, with China General Nuclear Power Group rising by 4% to 3.180, China General Nuclear New Energy up by 3.5% to 2.930, China National Nuclear Corporation increasing by 2.11% to 5.820, and China General Nuclear Mining slightly up by 0.28% to 3.590 [2]

Core Viewpoint - China General Nuclear Power Corporation (CGN) New Energy announced that Mr. Li Guangming will no longer serve as the company's president and executive director due to personal matters, effective October 21, 2025 [1] Company Summary - Mr. Li Guangming's departure is attributed to personal affairs, indicating a potential shift in leadership dynamics within the company [1] - The announcement highlights a significant change in the executive team, which may impact the company's strategic direction and operational management [1]